Rockie Zeigler III

CFP®, EA

RP Zeigler Investment Services, Inc.

CERTIFIED FINANCIAL PLANNER™ & IRS Enrolled Agent

Contact Me

Rockie Zeigler III

CFP®, EA

RP Zeigler Investment Services, Inc.

CERTIFIED FINANCIAL PLANNER™ & IRS Enrolled Agent

Stop worrying about your money. Reach out today. - Rockie Zeigler III, CFP®, EA

Contact Me

309-240-8787

Website

Fee-Only certified financial planner located in Peoria, IL, serving clients locally and across the country.

Rockie Zeigler III is a Peoria, IL fee-only financial planner. RP Zeigler Investment Services, Inc. provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rockie Zeigler III is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rockie Zeigler III is a fee-only financial advisor at RP Zeigler Investment Services, Inc., located in North Peoria, IL

Welcome! I'm Rockie Zeigler III. Since you may be wondering, no, Rockie isn’t my real name. It’s Roscoe (everyone asks that the first time we meet). I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria when I was 18 and I’ve been here ever since. I graduated from Bradley University in 2003. I also completed studies at the College For Financial Planning.

Alright, what else? I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (9), Murphy (7), Clarke (5) and Crosby (5). Yep, the last two are boy/girl twins. 

I love Notre Dame football, Cardinals baseball, golf, and lifting weights. I’m currently trying to make myself love running as well. Some days are better than others. I’m also an expert on all things 90's music. 

I’ve been featured in media outlets such as Investor's Business Daily, U.S. News & World Report, CNBC, The Huffington Post, The Peoria Journal Star, and WYZZ TV Fox 43 Peoria.

I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional which means that I have a high level of education on topics including (but not limited to) financial planning, investments, college savings strategies, Social Security, Medicare, tax planning and estate planning. It also means that I’m held to the highest level of honesty, integrity and ethics in the industry. 

I'm also an Enrolled Agent with the IRS. Yes, that IRS. What does that mean? Among other things, it means that I have unlimited rights to practice taxes before the IRS. 

I'm also an author:

Mutual Funds Are So 1999: How & Why ETFs Have Disrupted the Trillion Dollar Mutual Fund Industry.

I'm also host of the Hey Peoria! Let's Talk Money Podcast & the co-host of Living Local Central IL on WMBD's podcast platform. 

Professional licenses/designations:

  • FINRA Series 63 (obtained in 2004)
  • FINRA Series 66 (obtained in 2007)
  • CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016)
  • IRS Enrolled Agent Certificate (obtained in 2021) 

FAVORITE GOLF COURSE I’VE PLAYED:

Old Head in Kinsale, Ireland.

FAVORITE LOCAL GOLF COURSES:

Weaver Ridge, Coyote Creek & The Den At Fox Creek 

PETS: 

Dog (Quincy)    Cat (Homer)    

FAVORITE OUTDOOR ACTIVITY(S): 

Golf, car cleaning, and walks with the family.  

CAN’T BE INTERRUPTED DURING: 

Notre Dame football games and The Masters golf tournament.

Rockie Zeigler III is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

We Help Regular, Everyday People, To Stop Worrying About Their Money. 

RP Zeigler Investment Services, Inc. is a Registered Investment Adviser offering advisory services in the State of Illinois and in other jurisdictions where exempted.  We specialize in getting regular, everyday folks, prepared for their retirement, and then assist them in living their best live in retirement. We can help you do the same.

No Commissions

We won't win a lavish vacation for selling you an annuity or an expensive mutual fund.

Fee-Only 

We don't accept kickbacks, or under the table payment arrangements. Our costs are always transparent, and easily discoverable.

CFP® Professional

Nearly 70% of "Financial Advisors" are not CERTIFIED FINANCIAL PLANNERS ™. You deserve the best. You deserve a CFP ® Pro.

Stop Worrying About Your Money. Reach Out Today.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Tax Planning & Prep

Ideal Clients

  • Retirees
  • Young Professionals
  • Folks Nearing Retirement

Working Together

  • Complimentary Initial Consultation
  • No Product Sales
  • In-Office Meetings
  • Virtual Meetings

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Rockie Zeigler III is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Enrolled Agent with the IRS (EA)
    Rockie Zeigler III is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • XY Planning Network
    Rockie Zeigler III is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    Rockie Zeigler III is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Rockie Zeigler III

309-240-8787

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Office Locations:

  • 2914 W Willow Knolls Rd
    Peoria, IL 61614

RP Zeigler Investment Services, Inc. is a Registered Investment Adviser offering advisory services in the State of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RP Zeigler Investment Services, Inc. in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of RP Zeigler investment Services, Inc. unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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